Insight Broad Opportunities Fund Class B1 CHF SharesRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 5.1 | 3.9 | -1.7 | 5.5 | -0.4 |
![]() | +/-Cat | - | - | - | - | - |
![]() | +/-B’mrk | - | - | - | - | - |
Category: Other Allocation | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 14/08/2024 | CHF 1.04 | |
Day Change | 0.62% | |
Morningstar Category™ | Other Allocation | |
ISIN | IE00BYZZW780 | |
Fund Size (Mil) 14/08/2024 | GBP 1419.39 | |
Share Class Size (Mil) 14/08/2024 | CHF 14.14 | |
Max Initial Charge | - | |
Ongoing Charge 31/12/2023 | 0.71% |
Investment Objective: Insight Broad Opportunities Fund Class B1 CHF Shares |
The investment strategy of the fund is to purchase units in the Insight Broad Opportunities Fund. That fund aims to deliver attractive, positive long-term returns of 3 - 5% p.a. over 3-month Libid (net of fees and expenses) over the course of an investment cycle. The fund is a diversified growth vehicle which employs a dynamic asset allocation strategy across a broad range of assets, some of which may be accessed via ¡®best of breed¡¯ funds sourced within Insight or externally. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Matthew Merritt 07/09/2009 | ||
Inception Date 31/08/2017 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
LIBID 3 Month Yd USD | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Insight Broad Opportunities Fund Class B1 CHF Shares | 31/07/2024 |
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